ISA Transfers Specialist
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Job Summary
Join JP Morgan Personal Investing as we disrupt the UK financial services market. We operate like a start-up within a global institution empowering customers to manage their finances seamlessly with our innovative mobile app. We are currently expanding our savings offering to include personal brokerage in addition to managed fund options. This is an unrivalled opportunity to be a part of a very ambitious growth agenda backed by the resources and reputation of a major global bank.
As an ISA Transfer Specialist in the ISA Transfer Team youll be at the heart of our mission ensuring smooth and efficient ISA transfers. You will be responsible for processing all ISA Junior ISA and Lifetime ISA transfers in and out of JPM Personal Investing. You will work with us to understand and manage the end-to-end transfer journey for customers ensuring an excellent experience. This role offers the opportunity to contribute to process improvements and drive your career development.
Job Responsibilities
- Process all ISA Junior ISA and Lifetime ISA transfers in and out of JP Morgan Personal Investing.
- Understand and manage the end-to-end transfer journey for customers.
- Ensure an excellent experience for customers submitting transfers.
- Contribute to changing and improving processes.
- Take initiative to drive forward your own career and development.
Required Qualifications Capabilities and Skills
- Good understanding of technical aspects of transferring assets between providers.
- Subject Matter Expert experience with transfer systems like Equisoft/Altus or Origo.
- Familiarity with CRM systems such as Salesforce.
- Excellent organizational skills to manage and prioritize workload across multiple workstreams.
- Passionate about delivering a seamless end-to-end customer experience.
- Ability to engage in debate on customer experience and a genuine desire to help customers.
- Proficiency in Microsoft Office specifically Excel.
- Financial Services Operations Management experience.
- ISA JISA and LISA administrative knowledge and experience.
- Able to work in the office on a full time basis.
Preferred Qualifications Capabilities and Skills:
- Any experience in process automation.
- Experience supporting process improvement initiatives.
- Knowledge of personal brokerage and managed fund options.
- Strong communication and stakeholder management skills.
- Experience with regulatory compliance in financial services.
- Ability to analyze data and provide operational insights.
- Previous experience in customer service or client-facing roles.
- Curiosity and a will to succeed.
Planned start date for this role Early/Mid January 2026
Required Experience:
IC
Key Skills
- Sales Experience
- Crane
- Customer Service
- Communication skills
- Heavy Equipment Operation
- Microsoft Word
- Case Management
- OSHA
- Team Management
- Catheterization
- Microsoft Outlook Calendar
- EHS
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
